Schneider Downs Wealth Management Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-5,715
Closed -$364K 107
2020
Q3
$364K Buy
5,715
+205
+4% +$13.1K 0.12% 57
2020
Q2
$334K Sell
5,510
-4,750
-46% -$288K 0.11% 56
2020
Q1
$554K Buy
+10,260
New +$554K 0.2% 41